Create client meeting summary PDF in client folder
Create client meeting summary PDF in client folder
Your client meeting summaries and transcripts often sit unfiled, leaving advisors without auditable notes for follow-up. They are saved to client folders as dated PDFs for same-day review.
Overview
Unfiled meeting notes slow down advisors and create compliance gaps; this flow turns meeting summaries into dated PDFs stored directly in the right client folder. Your planners get auditable notes and same-day follow-up materials ready within minutes.